Company lists · Data refreshed September 2026

Top 21 Investment management software consultants based in Toronto, Canada

RevenueBase identified 55 company matches for investment management software consultants associated with Toronto, Canada as of September 2026 and tracks 627 professional contacts across them, including 306 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers company matches for investment management software consultants associated with Toronto, Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
55Companies
627Contacts tracked
306Verified emails
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The 21 largest investment management software consultants based in Toronto, Canada

Ranked by team size
Top 21 of 55 company matches for investment management software consultants based in Toronto, Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, ON, CanadaHQ recorded Sep 28, 2026201-500134 contacts →

Exact match

“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20091 contacts →

Exact match

“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20072 contacts →

Exact match

“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20045 contacts →

Exact match

“Innovation is at the core of what we do.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20034 contacts →

Exact match

“Solutia SDO Limited is an independent management consulting firm which began in 2003 and remains owned and operated by seasoned professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-5028 contacts →

Exact match

“At Level19, we specialize in technology consulting and delivery solutions tailored for the financial services industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20016 contacts →

Exact match

“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchToronto, CanadaHQ recorded Sep 28, 20261-1016 contacts →

Exact match

“Monte Carlos Consulting: where expertise meets efficiency.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202651-20014 contacts →

Exact match

“Are you effectively achieving your company's mission?”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“At MD Market Insights, our mission is to be the cornerstone for capital market professionals and institutions seeking to excel.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Arkimetrix is your partner in making sense of data.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-507 contacts →

Exact match

“Rapidly-growing consulting organization specialized in implementing software solutions for the Real Estate Industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-505 contacts →

Exact match

“For financial services companies looking to ensure the success of their mission-critical programs, we’re experts in strategic implementation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-103 contacts →

Exact match

“In today’s highly integrated and automated investment systems environment, there is no such thing as a single system implementation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchToronto, ON, CanadaHQ recorded Sep 28, 202611-502 contacts →

Exact match

“Headquartered in the Greater Toronto Area of Canada's financial center, MarsRock Capital Group, a team member of Mortgage Alliance (Lic #: 10530), we are committed to serving our…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-102 contacts →

Exact match

“ITB Solutions Incorporated is a capital markets management consulting firm that is focused specifically on the capital markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Since 1985, the consultants at ARX Business Solutions have been helping companies select, implement, maintain and manage their financial accounting systems.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-102 contacts →

Exact match

“SB & COMPANY is a financial and management consulting firm based in Toronto with a global reach, that specializes in assisting businesses and individuals to attain effective…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Management Consulting firm offering strategic HR & IT consulting to help business leaders better leverage their investments and grow their teams.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchToronto, ON, CanadaHQ recorded Sep 28, 20261-101 contacts →

Exact match

“We design and implement custom software solutions to support your business processes so that you can focus on running your business.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 21 of 55 investment management software consultants based in Toronto, Canada

See the full list, filter by size, metro and specialty, and access 306 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management software consultants based in Toronto, Canada at a glance

As of Sep 28, 2026
48.8%Verified-email coverage
11.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
13
51-200
9
201-500
1

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 55 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Toronto, Canada whose business descriptions match “investment management software consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 306 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “investment management software consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management software consultants are there based in Toronto, Canada?

RevenueBase identified 55 company matches for investment management software consultants associated with Toronto, Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Q Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Canada has the most investment management software consultants?

Toronto leads Canada with 55 company records, followed by Montreal (23) and Mississauga (13).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 306 professional contacts with verified work emails tracked across these 55 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.